When a Second (or third, or fourth) Passport Helps

I wrote previously about the value in a second passport. This week, we that value in action. Entrepreneur Pavel Durov,…

“Mega” Backdoor Roth

Here’s a strategy, ideal for successful small business owners, for maxing out Roth contributions when you’ve hit your limit on…

Here’s a lesser-known strategy for some medium-term liquidity. In general, borrowing against your assets only work with two rules: A…

The latest scam, I mean “arbitrage” opportunity, just dropped. I looked this up to be sure. Yes, it’s not taxed.…

One sneaky (and 100% legal) way to pass on wealth to your kids? Selling your home at a discounted rate…

If you’re a fair-minded person, you probably grew up thinking everyone is generally equally capable, deserves the same fair shot,…

A lot of people reading this tend to donate frequently, especially recurring donations to places like churches. I’m betting almost…

I got a certificate of deposit (CD) like a complete boomer just for kicks. No one really recommends these any…

Every ambitious person I know has a dream about making a bunch of money and then putting it into something…

The aristocratic impulse the last few centuries was to have a city presence, but a country home. The city presence…